Estate Planning

Estate Planning and Religion

When engaging in estate planning for individuals, attorneys must be diligent in asking the right questions, not only for financial purposes and the objects of one’s bounty, but also for religious beliefs and practices and to complete the planning by honoring the wishes of the individual doing their planning.  If you are doing your estate […]

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Estate Planning Options

Abbreviations, acronyms, slang, metaphors, simile, hyperbole, puns, idioms – all types of figurative languages.  When you think about it, we have so many forms of languages that the basics – English, French, German, Spanish – seem to be lost in the shuffle.  In Estate Planning, we have many acronyms that are used and I thought […]

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You Gotta Keep Goin’

OK, so I know that isn’t grammatically correct, but it did get your attention, didn’t it? We completed our series of blogs on funeral planning, which you may have found interesting, boring or depressing.  My goal was not to put you into more of the funk that we have been experiencing, but to provide some […]

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Updating Your Estate Planning

We are taking a break this week from our blogs about funeral planning to share some important news about estate planning document executions in the midst of our current COVID-19 situation.  The series on funerals will resume next week.       Has the pandemic and its effects in the recent months caused you to think about your […]

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The Problem Heir

Let’s face it – there is always a family member who causes concern, disappointments or heartache.  Embarrassing, isn’t it?  But you are getting ready to do your estate planning or thought you had it done until something comes up that causes you to think about the situation. So, what do you do?  How do you […]

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Starting The New Year Off In A Positive Way

We are into the new year and have possibly made resolutions to improve certain aspects of our lives in one way or another.  One of the most common areas is with regard to finances.  So, if you are one of those resolution makers, let’s look at some things to consider: First of all, take a […]

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Common Estate Planning Mistakes

You have decided you need to think about your estate planning.  You want to avoid making mistakes.  Of course, the BIGGEST mistake is to not have any estate planning in place.  To help you feel more confident about your estate planning, here are some thoughts to consider: Who will be your fiduciary – your executor, […]

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The Modern Family and Estate Planning

Families have changed throughout the years due to divorces, second marriages, blended families, same sex marriages, single parents, cohabitating couples, multinational couples, couples with different religious beliefs, age gaps between couples – all which can require special considerations in doing your estate planning.  You may have one or more of these considerations to be factored […]

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Estate Planning – Who Is On Your Team?

When you say “estate planning”, many people think of going to an attorney and having their Last Will and Testament prepared.  But, is this all that meets the definition of “estate planning”?  Oh no — far from it.  First of all, the term “estate planning” is the production of documents far beyond a Will.  At […]

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Will You Make Your Kids Angry After You Die?

During my career of doing estate administration, I found in the earlier years that the beneficiaries were more appreciative of what they received.  The children got along and all was well.  However, our society has changed and now there are many cases ending up in court to settle matters which were not able to be […]

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